Jonathan Kirkpatrick

Jonathan Kirkpatrick is a Business Development Officer at Charles Schwab's Advisor Services division, based in the Greater Orlando area.1 He has been in this role since April 2015, accumulating over 9 years of experience.1

Career at Charles Schwab

Kirkpatrick's career at Charles Schwab spans more than 15 years:

• Business Development Officer (April 2015 - Present)
• Business Development Specialist (March 2011 - April 2015)
• Service Specialist (July 2008 - March 2011)

Professional Focus

In his current role, Kirkpatrick is dedicated to helping financial advisors establish their own independent advisory firms as Registered Independent Advisors (RIAs).1 His responsibilities include:

• Consulting with advisors ready to pursue their career goals
• Assisting in analyzing earnings potential
• Designing custom technology solutions for firms
• Providing insights on successful transitions to independence
• Sharing best practices for building thriving businesses

Education and Certifications

Kirkpatrick holds two degrees from Stetson University:

• Bachelor of Business Administration
• Master of Business Administration

He also possesses several professional certifications:

• Series 7, 63, 9, and 10 from the Financial Industry Regulatory Authority (FINRA)
• AAMS (Accredited Asset Management Specialist) from the College for Financial Planning, obtained in December 20141

Previous Experience

Before joining Charles Schwab, Kirkpatrick worked in various roles:

• Insurance Sales Representative at Liberty Mutual Insurance (June 2007 - July 2008)
• Financial Aid and Admissions Counselor at Stetson University (June 2006 - August 2007)1

Jonathan Kirkpatrick's LinkedIn profile reflects his extensive experience in the financial services industry, with a particular focus on supporting independent financial advisors in their career growth and business development.